Schear Investment Advisers, LLC Portfolio Holdings

Schear Investment Advisers, LLC

  • $212 Million
  • Q3 2025

Schear Investment Advisers, LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $212 Million distributed in 86 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $18.3M, Broadcom Inc. with a value of $14.5M, Spdr S&P 500 ETF Trust with a value of $9.76M, Alphabet Inc. with a value of $9.01M, and Microsoft Corp with a value of $7.84M.

Examining the 13F form we can see an increase of $21.2M in the current position value, from $190M to 212M.

Schear Investment Advisers, LLC is based out at Cincinnati, OH

Below you can find more details about Schear Investment Advisers, LLC portfolio as well as his latest detailed transactions.

Portfolio value $212 Million
Technology: $74.5 Million
Financial Services: $26.8 Million
ETFs: $19.5 Million
Consumer Cyclical: $18.1 Million
Industrials: $18 Million
Healthcare: $17.1 Million
Communication Services: $16.8 Million
Consumer Defensive: $10.8 Million
Other: $10 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.2B
$2.27 Million 1.07% of portfolio
15,977
Q3 2025 Added 1.73%

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $212 Million
  • Prior Value $190 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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